How to update Meta Ads and Typeform forms

When you connect Meta Ads or Typeform, the forms that existed at that moment show up in the list and you can activate them to capture leads. “Updating” a form can mean two different things (changing its configuration or making a new one appear), and each case is solved differently.

1. Activate or edit a form that’s already connected

To change which playbook a form feeds into, its initial state, or the fields it maps, go to Settings > Integrations > Meta Ads (or Typeform) > “Forms” tab and click the settings icon on that form’s row.

In the configuration panel you can set:

• The destination playbook and the contact’s initial state.
• What happens when an existing contact submits the form again (do nothing, always move state, or only if not in a final state).
• The mapping between the form’s fields and Vixiees contact attributes.

For the form to be active, you need to connect at least the “Phone” or “Email” field to its Vixiees equivalent. If you don’t, you’ll see a warning that the form isn’t syncing. The fields you connect also need to match the same data type as in Meta or Typeform.

2. Deactivate a form so it stops creating contacts

If you want a form to stop generating leads in Vixiees, you don’t need to delete its whole configuration. Removing the phone or email field mapping (setting it back to “None”) and saving is enough. Without that field connected, the form stops syncing even though the rest of the configuration (playbook, state) stays saved.

3. Why a new form doesn’t show up in the list

If the client creates a new form in Meta Ads or Typeform after the integration was connected, that form doesn’t automatically appear in Vixiees’s “Forms” list. This happens with both Meta Ads and Typeform, and it’s a limitation of those platforms, not a Vixiees failure: the permissions granted when connecting the integration only cover the forms that existed at that time.

4. How to make a new form appear

To get a newly created form to show up in the list, you need to reconnect the integration:

1. Go to Settings > Integrations > Meta Ads (or Typeform) > “General” tab.
2. Click “Reconnect”.
3. Re-authorize access (Meta or Typeform login) just like the first connection.

Reconnecting makes Vixiees request updated permissions and pulls the new forms into the list. After that, go to the “Forms” tab and activate it as explained in point 1.

Conclusion

Updating a Meta Ads or Typeform form can mean two things: changing its configuration (playbook, state, field mapping) from the settings icon on its row, or making a newly created form appear in the list, which requires reconnecting the whole integration from the “General” tab. The second case is a limitation of Meta and Typeform, not of Vixiees.

Relevant scenarios

A client who launches a new campaign with a freshly created lead form and doesn’t see contacts coming into Vixiees most likely has the problem that the form isn’t in the list yet, not a sync failure. Before checking field mappings or playbooks, check whether the form appears in the “Forms” tab; if it doesn’t, the fix is reconnecting the integration, not adjusting the configuration of a form Vixiees doesn’t know about yet.